VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,877 | +23.4% | 5,560 | +30.4% | 0.31% | +25.9% |
| Q2 2023 | $938,512 | +15.2% | 4,263 | +10.4% | 0.25% | +8.8% |
| Q1 2023 | $814,514 | +26.2% | 3,862 | +21.9% | 0.23% | +12.9% |
| Q4 2022 | $645,388 | +18.0% | 3,167 | +8.8% | 0.20% | +11.0% |
| Q3 2022 | $547,000 | +30.9% | 2,911 | +37.1% | 0.18% | +35.1% |
| Q2 2022 | $418,000 | +16.1% | 2,123 | +40.4% | 0.13% | +31.4% |
| Q1 2022 | $360,000 | -9.5% | 1,512 | -3.2% | 0.10% | -6.4% |
| Q4 2021 | $398,000 | +25.6% | 1,562 | +16.7% | 0.11% | +17.2% |
| Q3 2021 | $317,000 | -0.3% | 1,338 | 0.0% | 0.09% | -2.1% |
| Q2 2021 | $318,000 | +24.2% | 1,338 | +15.7% | 0.10% | +13.1% |
| Q1 2021 | $256,000 | +5.3% | 1,156 | -1.7% | 0.08% | -7.7% |
| Q4 2020 | $243,000 | -8.0% | 1,176 | -21.4% | 0.09% | -31.6% |
| Q3 2020 | $264,000 | -2.6% | 1,496 | -9.7% | 0.13% | -8.9% |
| Q2 2020 | $271,000 | +24.3% | 1,656 | 0.0% | 0.15% | -2.0% |
| Q1 2020 | $218,000 | -70.9% | 1,656 | -60.6% | 0.15% | -56.6% |
| Q4 2019 | $748,000 | +5.9% | 4,199 | -0.4% | 0.34% | +1.2% |
| Q3 2019 | $706,000 | +28.8% | 4,214 | +28.5% | 0.34% | +26.0% |
| Q2 2019 | $548,000 | +3.4% | 3,279 | -0.5% | 0.27% | -1.8% |
| Q1 2019 | $530,000 | +13.0% | 3,297 | -2.8% | 0.27% | +4.2% |
| Q4 2018 | $469,000 | -15.8% | 3,393 | 0.0% | 0.26% | -11.1% |
| Q3 2018 | $557,000 | +5.7% | 3,393 | +1.6% | 0.30% | -3.0% |
| Q2 2018 | $527,000 | +2.3% | 3,341 | 0.0% | 0.30% | -45.4% |
| Q1 2018 | $515,000 | -0.8% | 3,341 | -0.4% | 0.56% | +78.6% |
| Q4 2017 | $519,000 | +3.4% | 3,354 | -1.8% | 0.31% | +1.0% |
| Q3 2017 | $502,000 | +2.4% | 3,414 | -0.7% | 0.31% | -1.6% |
| Q2 2017 | $490,000 | +2.3% | 3,438 | 0.0% | 0.32% | -0.6% |
| Q1 2017 | $479,000 | +4.4% | 3,438 | -1.5% | 0.32% | -1.6% |
| Q4 2016 | $459,000 | -3.0% | 3,489 | -4.4% | 0.32% | -5.0% |
| Q3 2016 | $473,000 | +4.9% | 3,651 | 0.0% | 0.34% | +0.6% |
| Q2 2016 | $451,000 | -2.2% | 3,651 | -3.9% | 0.34% | -5.6% |
| Q1 2016 | $461,000 | -27.3% | 3,800 | -30.1% | 0.36% | +14.4% |
| Q3 2015 | $634,000 | -9.7% | 5,437 | -1.3% | 0.31% | -6.3% |
| Q2 2015 | $702,000 | +2.0% | 5,507 | +6.1% | 0.33% | +0.6% |
| Q1 2015 | $688,000 | +6.5% | 5,188 | -0.7% | 0.33% | -7.0% |
| Q4 2014 | $646,000 | – | 5,227 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 100,238 | $19,754,000 | 25.80% |
| BCK Partners, Inc. | 112,539 | $22,167,000 | 15.51% |
| Divergent Planning, LLC | 104,832 | $20,649,000 | 14.84% |
| JMG Financial Group, Ltd. | 1,171,697 | $230,789,000 | 14.31% |
| TL Private Wealth | 116,040 | $23,062,000 | 13.44% |
| Northwest Quadrant Wealth Management, LLC | 206,103 | $41,192,000 | 12.76% |
| Lake Point Wealth Management | 112,787 | $22,216,000 | 12.62% |
| Axiom Financial Strategies, LLC | 118,989 | $23,437,000 | 12.33% |
| Larson Financial Group LLC | 353,148 | $69,560,000 | 12.03% |
| Riverpoint Wealth Management Holdings, LLC | 144,559 | $28,474,000 | 11.46% |